Multi-expert Investment Services Provider

Invest Securities has a complementary business unit including brokerage, analysis office and issuers department. We provide solutions adapted to companies, institutional investors and fund managers. Within Allinvest, Invest Securities benefits from group synergies and is the largest listing sponsor on the Euronext and Euronext Growth markets.

L’heure de l’action

Since 2006, Invest Securities has become one of the leading players in investment services.

1st
Listing sponsor (in number of operations) on Euronext and Euronext Growth

+ 60
Companies with analysis and/or liquidity contracts

13
recognised Analysts, experts in key sectors

+ 200
Operations carried out since 2006

Our businesses

Since 2006, Invest Securities has become one of the leading players in investment services for funds and managers, to whom we offer a global and personalised service. Our track record differentiates us and proves our leadership in numerous promising sectors like property and growth companies.

Analysis office

Consisting of 13 different profiles (pharmacist, engineer, financier, etc), the DNA of our financial analysis office is value added and sector expertise. Through daily monitoring and detailed analyses of companies and sectors, we seek to provide a differentiating vision of our 120 stocks followed. Our ideas are circulated every day to nearly 1,000 professionals.

Brokerage

Historically, Invest Securities developed around its trading room. Every day, our 17 traders and salespeople, experts in equity markets, invest for listed companies, asset managers and institutional investors, both in France and internationally.

Issuers department

The decisions concerning “How to manage the aftermarket” must be taken before the market listing in order to ensure complete and lasting success for it. We offer you a global management solution for the stock with the establishing of a liquidity contract and regular monitoring through financial analysis. We create reporting systems and we encourage close relations with French and foreign investors through turnkey events that we organise for you.

Market operations

Thanks to the synergies with Invest Corporate Finance, Invest Securities assists you in your financing needs on the primary market. We will be at your side to guide you at all the stages of your stock market listing, your capital increase or at the time of issues of your hybrid securities. We can also assist you thanks to our licences for take-over bids, public offers of withdrawal, buyouts, market transfers, etc.

PRE-IPO

By relying on our expertise in company financing and our knowledge of the markets, we have naturally innovated by launching a fintech: PRE-IPO. Our crowdfunding platform permits participation in the last round of financing of high-growth SMEs a few months before their stock market listing.

Fund centralisation and Back Office

Invest Securities has a middle and back office. Following market operations, we can take on the role of centraliser and take care of the creation of securities with Euroclear, their collection and their exchange in consideration for the payment. We also assist you in the provisions of the TEPA Law and tax benefits (Dutreil Law, Wealth Tax, and Income Tax) generated thanks to subscription in SMEs and centralisation of private placements.

Our references

Our Focus

Agenda

Invest Securities has very strong sector expertise.

Allinvest* is an independent and multi-expert financial company. Its mission is to provide a reference offer to its customers. Its teams provide strong expertise in advice, financial analysis and in upmarket financial services with desire for excellence in the execution.

Stockbroker, Invest Securities is an investment services provider approved by the Bank of France.

Invest Corporate Finance provides advice in financial engineering for listed or unlisted companies and their family or financial shareholders.

A management company which assists in the development of the private wealth of company bosses.

A portfolio management company, recognised for its stockmarket expertise.